Personal Tax Senior
Share
Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Tax Senior
Salary:
Location: Stockport Area (Hybrid)
Your Opportunity
Are you an ambitious Personal Tax professional looking to elevate your career with a prestigious Top 50 chartered accountancy firm Our clientis seeking an experienced Personal Tax Senior to join their thriving Stockport team. This is your chance to work with a diverse high-quality client portfolio whilst enjoying genuine work-life balance through flexible hybrid working and exceptional career development opportunities.
The Role
As a Personal Tax Senior youll play a pivotal role in managing a varied portfolio of personal tax clients providing expert technical advice whilst developing strong lasting client relationships. Youll work closely with Partners supporting the delivery of exceptional service to clients ranging from high-net-worth individuals to business owners and landlords.
Your Key Responsibilities:
Client Portfolio Management
- Manage your own portfolio of personal tax clients acting as their primary point of contact
- Prepare and reviewself-assessment tax returnsand tax computations for a diverse range of clients
- Develop and maintain excellent client relationships becoming a trusted advisor
Technical Tax Expertise
- Provide proactivetax planning adviceto minimise clients tax liabilities
- Support clients through theMaking Tax Digitaltransition advising on software solutions and compliance requirements
- HandleHMRC enquiries disclosures and Let Property campaigns
- Deliver ad hoc advisory support on complex personal tax matters
Team Leadership & Development
- Assist Partners in managing client portfolios and meeting filing deadlines
- Coach motivate and supervise junior team members
- Contribute to team efficiency through effective delegation and planning
Business Development
- Actively identify opportunities to introduce new clients
- Promote the firms services to prospective clients and the wider business community
About You
Essential Requirements:
Experience & Qualifications
- Minimum 3 years UK practice experiencewithin a chartered accountancy firm
- ATT qualified ACCA/ACA part-qualified or qualified or QBE with relevant experience
- Strong technical knowledge ofpersonal taxationand current legislation
- Experience working within a practice environment as part of a team
Technical Skills
- Confident preparing complex self-assessment tax returns and computations
- Knowledge ofMaking Tax Digitalrequirements and implications
- Familiarity withIRIS Practice Suite or CCHsoftware (desirable but not essential)
- Understanding of tax planning strategies for business owners and high-net-worth individuals
Personal Attributes
- Excellent communication skills confident engaging with clients and senior stakeholders both orally and in writing
- Strong time managementand ability to juggle multiple priorities whilst meeting deadlines
- Problem-solving mindset relentless in finding solutions in a timely manner
- Leadership capability able to coach and develop junior team members
- Comfortable working in a high-pressure environment
- Not afraid to challenge and escalate matters when necessary
Whats On Offer
Competitive Package
- Salary: (dependent on experience and qualifications)
- Company pension scheme
- Death in service benefit
Work-Life Balance
- Hybrid working:Flexible split between Stockport office and home
- Flexible working hoursto suit your lifestyle
- Full-time or part-timeoptions considered for the right candidate
Career Development
- Full study supportfor further qualifications (ACCA/ACA/CTA)
- Comprehensive training opportunitiesand CPD
- Clear career progression pathwaywithin a Top 50 firm
- Scope for long-term advancement to Manager and beyond
Culture & Environment
- Join athriving supportive teamwithin a prestigious firm
- Work with adiverse high-quality client base
- Be part of a firm that values technical excellence and client service
About Our Client
Our Client is a well-established Top 50 chartered accountancy firm with a reputation for delivering exceptional service to a diverse range of clients. Their Stockport office offers a collaborative professional environment where talented individuals can truly thrive and build rewarding long-term careers.
Ready to Take the Next Step
If youre a driven Personal Tax professional seeking a role that offers technical challenge career progression and genuine work-life balance we want to hear from you.
To apply or discuss this opportunity in confidence please contact:
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
